Basic Investment Tools
Individuals with investable funds often have a desire to put those "extra" dollars to work to meet a specific purpose. For some, there may be a desire to accumulate funds…
Modern Portfolio Theory
Everyone with money to invest faces a primary question: what do I invest the funds in? In answering this question, a number of individual factors are typically considered, such as…
Annuity – LTC Combo Contracts
Providing for health care is a key part of retirement planning. For most Americans age 65 and over, the federal government's Medicare program, and its various components, provides most of…
LTC and Partnership
Private insurance is one of a number of ways that individuals who require long-term care (LTC) are able to pay for the needed help. In a LTC Partnership program, a…
Exchange-Traded Funds v.s. Mutual Funds
Exchange traded funds and mutual funds have similarities and differences. Compare and contrast them below!
Marquis Who’s Who Inductee
Katie J. Weibel has been Inducted into the Prestigious Marquis Who's Who Biographical Registry EAST AMHERST, NY, December 15, 2021 /24-7PressRelease/ -- Katie J. Weibel has been inducted into the Marquis Who's…
Impact of Disability
While most Americans insure their lives and physical possessions such as their homes, cards, etc., many overlook the need to protect their most valuable asset – the ability to earn…
The Perfect Investment
Once an individual or family has reached the stage in life where there is enough income to easily pay the monthly bills, there is often a desire to put the…
Mutual Funds
Individuals with excess dollars to put to work in some form of investment have an often-bewildering range of choices. An investor may decide to tackle the financial markets alone, and…
Using Cash Value Life Insurance
Saving money in pursuit of an accumulation goal is a problem many of us face. Some goals, such as retirement or a college fund for a child, are long-term savings…